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Mattern Wealth Management’s Sysco SYY Stock Holding History

Mattern Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,193
Closed -$721K – 148
2020
Q2 		$721K Buy
13,193
+8,443
+178% +$444K 0.35% 80
2020
Q1 		$217K Sell
4,750
-9,194
-66% -$636K 0.16% 113
2019
Q4 		$1.19M Buy
+13,944
New +$1.13M 0.72% 54

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mattern Wealth Management's SYY Position: Q3 2020 in Review

Mattern Wealth Management sold out of Sysco (SYY) in Q3 2020, closing a stake of 13,193 shares — an estimated $721K sold.

Mattern Wealth Management first reported a position in SYY in Q4 2019 and held it in 3 quarters. The position peaked at $1.19M in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Mattern Wealth Management reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 13,193 Sysco shares in Q3 2020, an estimated $721K.
  • Mattern Wealth Management first reported a position in Sysco in Q4 2019 and held it in 3 quarters.
  • Mattern Wealth Management's Sysco position peaked at $1.19M in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Mattern Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.